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20th Oct 2025 10:02USDaily Monitor
  • The weakening dollar means that DXY is no longer overshooting its long-term link with Treasury yields.
  • ...But further fiscal easing and politicization of the Fed are key downside risks for the dollar in 2026.
  • Housing inflation likely has further to fall, given the renewed drop in rental growth in recent months. 

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Keywords for: 21 October 2025 US Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence